ADLER VALUE FUND JXN Holdings History
ADLER VALUE FUND's Jackson Financial Inc Holding Summary
As of 2025-02-28, Ultimus Managers Trust held 5,500.00 shares of Jackson Financial Inc(JXN), totaling $503,970.00. This investment constitutes 15.18% of their stock portfolio, and Ultimus Managers Trust now holds 0.01% of the outstanding Jackson Financial Inc(JXN) stock.
The initial trade took place in 2021Q4. And since then ADLER VALUE FUND has made 6 purchases of JXN, at an average price of $36.22, for a total of 6,800.00 shares. In addition, there have been 2 sales at an average price of $89.58 for 1,300.00 shares. Based on historical transaction data and JXN's current price of $87.50, ADLER VALUE FUND's estimated gain on his JXN holdings is $351,414.00, reflecting a 142.69% gain to date.
ADLER VALUE FUND JXN ($87.50) Holding Chart
ADLER VALUE FUND JXN ($87.50) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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